Comprehensive Agency Management Portal

Client: Ourselves

Timeline: Since 2025

Overview

Developed an integrated Agency Portal to streamline operations and reduce dependency on multiple SAAS products by centralizing client management, project tracking, resource allocation, and financial operations.

Challenge

As an agency, we faced fragmentation of critical business data across numerous SAAS products, creating inefficiencies, increasing costs, and making comprehensive business insights difficult to obtain.

Solution

We developed an integrated Agency Portal that consolidates client management, project tracking, resource allocation, and asset management into a single platform with custom workflows and automation capabilities.

Results

Reduced operational costs by 35%, improved project delivery times by 25%, eliminated data silos, and provided comprehensive business insights through unified reporting, while reducing monthly SAAS subscription costs by 90%.

Technologies Used

React

Node.js

PostgreSQL

Automation APIs

Cloud Infrastructure

CI/CD

Form Builder

Document Management

Services Provided

Custom Software Development

Business Process Automation

CRM Development

Project Management

Financial Operations

Asset Management

Key Achievements

Created a unified client management system with communication tracking

Implemented comprehensive project and task management with delegation capabilities

Developed technology stack tracking for each client

Built an inventory system for customer websites and applications

Created a knowledge base for tool selection and best practices

Developed custom form and application builders with deployment automation

Integrated invoicing, tax management, and financial reporting

Reduced dependency on over a dozen separate SAAS products

Savantly Agency Portal has transformed how we operate, giving us complete visibility into every aspect of our business while eliminating the frustration of constantly switching between different tools and platforms.

Jeremy Branham

Savantly

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